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Disclosery

Principle Wealth Partners LLC: PANW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Principle Wealth Partners LLC on PANW, newest first. How the timeline and the estimate are built.

Principle Wealth Partners LLC held 27,047 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,047 shares
    Change vs previous 13F -775 shares

    0.46% of the 13F portfolio, value $9,223,568.

    13F-HR 0001951757-26-001184 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,822 shares
    Change vs previous 13F +491 shares

    0.25% of the 13F portfolio, value $4,460,423.

    13F-HR 0001951757-26-000791 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 27,331 shares
    Change vs previous 13F -70 shares

    0.28% of the 13F portfolio, value $5,034,370.

    13F-HR 0001951757-26-000397 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 27,401 shares
    Change vs previous 13F -1,255 shares

    0.32% of the 13F portfolio, value $5,579,392.

    13F-HR 0001951757-25-001250 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 28,656 shares
    Change vs previous 13F +2,512 shares

    0.37% of the 13F portfolio, value $5,864,164.

    13F-HR 0001951757-25-001006 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 26,144 shares
    Change vs previous 13F +470 shares

    0.32% of the 13F portfolio, value $4,461,212.

    13F-HR 0001951757-25-000521 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,674 shares
    Change vs previous 13F +13,448 shares

    0.33% of the 13F portfolio, value $4,671,641.

    13F-HR 0001951757-25-000146 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,226 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,178,847.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).